FORTUNE FINANCIAL ADVISORS

Discover the Difference in Financial Excellence

At Fortune Financial Advisors, we are dedicated to empowering your financial future with tailored strategies and expert guidance. With our comprehensive range of services, we ensure that you have the knowledge and tools to make fully informed decisions.

Maximize Your Retirement Plan’s Potential

Are you confident that your retirement plan is performing at its best? Our experienced team understands the complexities of retirement planning and can help you optimize your plan for success. From personalized plan designs to ongoing support, we go above and beyond to ensure your retirement plan meets your unique needs and goals.

Unparalleled Advisory Services

As your trusted advisors, we prioritize clear and transparent communication. We provide regular updates on your plan’s performance, conduct informative financial workshops, and offer personalized guidance to plan participants. With our guidance, you can navigate the intricacies of retirement planning with confidence.

Leaders in Compliance and Best Practices

Compliance is a critical aspect of retirement planning. Our team stays ahead of industry regulations, ensuring your plan remains compliant while maximizing its benefits. By implementing best practices and leveraging our expertise, we ensure your retirement plan is well-positioned for long-term success.

Unlock Your Financial Potential

Experience the Fortune Financial Advisors difference and unlock the full potential of your financial future. Our commitment to excellence, personalized service, and industry-leading expertise sets us apart. Take control of your financial journey and reach your goals with confidence.

Contact us today to find out how you can put our talents to work for you.

Latest Articles

A Few Thoughts On Diversification Strategies

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful [...]

The Rocks That Connect America

Welcome to Episode 11 of the Preferred Shares Podcast. In this episode—the second part in our series on the beneficiaries of the spending on the interstate [...]

Research Paper: The Implications of Migration to the Southern United States

This was a fun collaboration with my Preferred Shares co-host, Doug Ott, of Andvari & Associates.  We take a deep dive into the factors driving continued movement [...]

A Few Thoughts on Asset Location

Note:  This post was inspired by a December 2023 article by Fidelity on asset placement as a tool for tax-efficiency.  I hope to build on [...]

How The Interstate Highway System Changed American Industry

Signed into law in 1956 by then President Dwight Eisenhower, the Federal Highway Act created the Interstate Highway System, which would become the largest and [...]

Rock Pile Riches

“What makes a rock pit valuable is that nobody else can compete with it.  The nearest rival owner from two towns over isn’t going to [...]

The Preferred Shares Podcast Episode 5: Otto Orkin & The Birth of the Modern Pest Control Industry

From 1998 through 2022, revenues for the domestic pest control industry have grown at around 6%, a rate roughly 50% higher than nominal GDP over [...]

The Preferred Shares Podcast Episode 4: Mars Incorporated – Inside America’s Most Secretive Consumer Goods Empire

Privately held Mars Incorporated is one of the largest consumer goods companies in the world, yet relatively little is known about the highly secretive company.  [...]

About Fortune Financial Advisors

Dennis Wallace
Principal

Lawrence Hamtil
Principal

Kelli Harpe
Federal Benefits Expert

Stan Stark
Income Tax Specialist

Roxanna Noland
PARTNER & OPERATIONS MANAGER

Our History
Meet The Team

Contact Fortune Financial

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